Jarrod Elvis is a financial advisor with Edward Jones in Mount Pleasant, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices as well as its affiliated services beyond advisory offerings.

Paul Zaio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradford Rawlings is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management planning, including trust planning, estate planning services, and legacy planning. Brad works directly with individual and small business clients to align their wealth management plans with their long-term financial goals. Brad began his career in the financial services industry in 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree in Accounting and Business Administration from the College of Charleston and completed executive education studies in Investment Strategies and Portfolio Pension Management at the Wharton Business School Aresty Institute, University of Pennsylvania. Brad resides in Summerville with his wife, Dalyn, and their four daughters. His personal interests include golf, fishing, boating, adventure sports, camping, reading, and traveling. He is involved in the community through the Dorchester County Water Authority (DCWA).

John Dierking is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2017, he has focused on wealth management, investment planning, and financial security. He works closely with clients to develop personalized strategies that address their unique financial goals. John specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He brings a values-driven perspective to financial planning, influenced by his upbringing on a farm in Hershey, Pennsylvania. He holds a High School Diploma from Pennsylvania Distance Learning Charter School and is a Personal Investment Advisor (PIA). Outside of work, John is involved with community organizations including Habitat for Humanity and Lowcountry Food Bank, and enjoys boating, music, scuba diving, soccer, softball, spending time with his family, and traveling.

Emily Faulkner is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation, Heritage Wealth Management, LLC, Commonwealth Financial Network, and Securian Financial Services. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

John Felix is a Series 66-licensed financial professional with six years of industry experience. He is currently affiliated with Cetera and Commonwealth Financial Group. Outside of his advisory role, he serves as a captain for Hooked on Tail Charters, providing boat tours in Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.

Brett Mc Clain is a financial advisor with Edward Jones in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Heather Whitton is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. She has one year of experience at Morgan Stanley and previously worked for Bank of America, Lowe’s, and South State Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment modeling techniques.

Taylour Schutter is a financial advisor at Raymond James Financial with six years of industry experience and holds the Series 66 designation. Prior to joining Raymond James in 2023, Schutter held roles at Truist Investment Services, Truist Advisory Services, BB&T Scott & Stringfellow, BB&T Bank, and First Advantage Bank. Outside of advising, Schutter works as a financial advisor assistant supporting Pinnacle Partners and Pinnacle Asset Management in Mt. Pleasant, SC. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Veronica O'Sullivan is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked for Epiq for 22 years and had a brief role at Charleston Southern University. Outside of her advisory work, she owns Weather the Storms, LLC, a consulting business focused on leadership consulting, content creation, and book publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Matthew Lewarne is a financial advisor with Ameriprise in Summerville, SC, holding Series 63 and Series 65 licenses and with six years of industry experience. His prior work includes roles at Merrill, Bank of America, Truist, and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach involves a centralized service team that collaborates with advisors to produce tailored recommendations leveraging proprietary research and third-party data.

Jeffrey Powell is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at several firms including Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he is the CEO of Arrow Advisory and volunteers with Canoeing for Kids, assisting with fundraising and program events. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary management, providing access to a variety of portfolio strategies and third-party managers.

James Mcdowell III is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with OSAIC. His prior work includes roles at Royal Alliance, BFC Planning, Inc., and Wells Fargo Clearing. Outside of advising, he owns a beach rental property business called The Hidden Palm. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm employs a range of investment approaches, offering integrated brokerage, advisory services, and access to third-party money managers and managed accounts.

Tara Schiavoni is a financial advisor at Merrill with 3 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Heather Shaw is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julia Dotterer is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. She serves on the advisory board for the Colonial Commons Commission in Charleston, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, supporting both direct client plans and corporate financial planning agreements.

Jessica Harper is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2016. Harper is a trustee for the Ada Harper 401(k) plan and has ownership roles in several investment-related entities including Ada Harper LLC and Millennium Private Wealth LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and combines advisory services with other financial products and referral channels.

Jeffrey Burton is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as the head golf coach for Bishop England High School in Charleston. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, and special-needs analysis, using proprietary research and planning tools.

Jessica Bellamy is a financial advisor with Morgan Stanley in Charleston, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she owns and manages real estate through her single-member LLCs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and global investment resources.

Thomas Johnson is a financial advisor at Edward Jones in Summerville, SC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.